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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $35,013 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,468 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,526 | $79,223-40.0% | $102,460-53.6% | $74,478-36.2% |
| Participation rate | 77.5% | 74.8%+2.7pp | 76.5%+1.0pp | 67.2%+10.3pp |
| Annual return | 13.78% | 54.98%-41.2pp | 29.47%-15.7pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $1,792 | $2,363-24.2% | $3,025-40.8% | $2,626-31.8% |
| Participant deferral / active EE | $4,213 | $4,417-4.6% | $5,056-16.7% | $4,350-3.1% |
| Admin fee / account holder | $278 | $2,003-86.1% | $9,460-97.1% | $1,946-85.7% |